Large & Mid CapHold

Whiteoak Capital Large & Mid Cap

WhiteOak · Direct–Growth · rank #15 / 34 Smart Score ke hisaab se

Data updated 24 Jul 2026

Whiteoak Capital Large & Mid Cap ka score 55/100 hai — 34 mein #15 Large & Mid Cap fund (Hold). Mazbooti: alpha (category mein 77th percentile) aur utaar-chadhaav (category mein 67th percentile). Kamzori: fund size (category mein 31th percentile).

Trailing returns

index ke muqable: Nifty LargeMidcap 250 (index-fund proxy)

1 saal

4.5%

+3.4% index ke muqable

3 saal

—

5 saal

—

Launch se

14.4%

Saal-dar-saal performance

aakhri entry = is saal ab tak

2024

27.6%

2025

8.3%

2026

1.3%

Risk metrics

Sharpe ratio

0.54

↑ jitna zyada, utna accha

Sortino ratio

0.73

↑ jitna zyada, utna accha

Std deviation

14.78

↓ jitna kam, utna accha

Alpha

3.04

↑ jitna zyada, utna accha

Beta

0.93

≈1 yaani market ke saath

Isi category ke aur funds

Invesco India Large And Mid Cap

3 saal 24.0%

Motilal Oswal Large And Midcap

3 saal 22.8%

ICICI Pru Large & Midcap

3 saal 17.2%

Bandhan Large & Mid Cap

3 saal 19.5%

Research aur education ke liye — investment advice nahi.

Share on WhatsApp